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Plante Moran Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

Plante Moran Financial Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-85
Closed -$3K – 962
2022
Q2 		$3K Buy
+85
New +$3.61K ﹤0.01% 775
2021
Q1 		– Sell
-200
Closed -$4K – 1056
2020
Q4 		$4K Sell
200
-1,025
-84% -$18.8K ﹤0.01% 718
2020
Q3 		$20K Buy
1,225
+1,028
+522% +$19.4K 0.01% 493
2020
Q2 		$4K Sell
197
-1,445
-88% -$28.3K ﹤0.01% 618
2020
Q1 		$25K Buy
+1,642
New +$41.4K 0.01% 352
2018
Q3 		– Sell
-435
Closed -$18K – 806
2018
Q2 		$18K Buy
+435
New +$17.8K 0.01% 487
2017
Q2 		– Sell
-2,161
Closed -$83K – 867
2017
Q1 		$83K Sell
2,161
-100
-4% -$3.98K 0.05% 238
2016
Q4 		$94K Buy
2,261
+991
+78% +$39.5K 0.06% 227
2016
Q3 		$50K Buy
1,270
+100
+9% +$3.81K 0.03% 319
2016
Q2 		$45K Hold
1,170
– – 0.03% 303
2016
Q1 		$41K Hold
1,170
– – 0.03% 292
2015
Q4 		$40K Hold
1,170
– – 0.03% 316
2015
Q3 		$40K Hold
1,170
– – 0.03% 296
2015
Q2 		$50K Hold
1,170
– – 0.04% 294
2015
Q1 		$51K Buy
+1,170
New +$51.3K 0.04% 279

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Plante Moran Financial Advisors's IYE Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of iShares US Energy ETF (IYE) in Q3 2022, closing a stake of 85 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in IYE in Q1 2015 and held it in 15 quarters. The position peaked at $94K in Q4 2016. 361 funds tracked by Wall St. Rank hold IYE as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining iShares US Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 85 iShares US Energy ETF shares in Q3 2022, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in iShares US Energy ETF in Q1 2015 and held it in 15 quarters.
  • Plante Moran Financial Advisors's iShares US Energy ETF position peaked at $94K in Q4 2016.
  • 361 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.